Key Roles & Responsibilities: To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience. In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution Required Skills PREFFERED, IMPERIA, BRANCH REALTIONSHIP MANAGER, Select RM, Wealth RM, PRIVELLEGE BANKER, Royal RM, IDFC Wealth Managers, Burgundy RMs, Axis Priority, Indusind Pioneer, pb sales, RO
BM/ BRH Required Skills BRANCH REALTIONSHIP MANAGER, PRIVELLEGE BANKER, pb sales, RO, Sales officer casa, current account rm, nri rm, NRI
Key Roles & Responsibilities: To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience. In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution Required Skills bom
SO CA, SOCASA , SM EXIM Required Skills BRANCH REALTIONSHIP MANAGER, PRIVELLEGE BANKER, pb sales, RO, Sales officer casa, current account rm, nri rm, NRI
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Required Skills key account manager, priority relationship manager, imperia relationship manager, citigold relationship manager, citigold rm, business development manager, burgundy relationship manager, exclusive relationship manager, senior banking partner, senior relationship manager, hni relationship manager, AFI, Alternative investment fund, PMS, Portfolio management services, MDRT, CFA
YP, YF & YFB Required Skills BRANCH REALTIONSHIP MANAGER, PRIVELLEGE BANKER, pb sales, RO, Sales officer casa, current account rm, nri rm, NRI
Role Designation: Sr. Advisor Department: PCG Function: Advisory Company: MOFSL Reporting to: Group Advisory Leader-PCG Location: Mumbai – Prabhadevi Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and new prospects for business. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office Required Skills Pcg Advisor, Advisory head, pcg RM
Role Designation: Sr. Advisor Department: PCG Function: Advisory Company: MOFSL Reporting to: Group Advisory Leader-PCG Location: Mumbai – Prabhadevi Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and new prospects for business. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office Required Skills Pcg Advisor, Advisory head, pcg RM
Affluent RM Required Skills Branch Head, Branch Manager, BBL, Imperia RM, Affluent RM, Wealth RM, Exclusive RM
Privy RM - Business Banking Our client Top Bank is looking for Business Banking Relationship Manager. Role : Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio. Acquisition of Trade Forex Current Account - Trade & Forex- Bank Guarantee & Remittances Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations Generate the revenue for the Bank through remittances and other cross sell product Customizing product as per the customer requirements Plan the activities to acquire New Client acquisition Providing support in all the operational activities of bank Providing support to subordinates for acquiring new quality current accounts (value buildup) Wealth portfolio and acquiring NTB Relations for Revenue generation. Generating revenue through cross selling assets and trade forex to all the portfolio customers. Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, demat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement. Supporting the sales effort by making sales plan, follow up calls, scheduling appointments, and maintaining and preparing client marketing materials. Required Skills ETRG, CBGRM, Business Banking, trade forex, CA RM, trade account, EC RM, priorty rm, trade relationship manager, product sales manager trade forex
Key Roles & Responsibilities: To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience. In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution Required Skills PREFFERED, IMPERIA, BRANCH REALTIONSHIP MANAGER, Select RM, Wealth RM, PRIVELLEGE BANKER, Royal RM, IDFC Wealth Managers, Burgundy RMs, Axis Priority, Indusind Pioneer, pb sales, RO
Key Roles & Responsibilities: To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience. In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution Required Skills PREFFERED, IMPERIA, BRANCH REALTIONSHIP MANAGER, Select RM, Wealth RM, PRIVELLEGE BANKER, Royal RM, IDFC Wealth Managers, Burgundy RMs, Axis Priority, Indusind Pioneer, pb sales, RO
GOVT RM Required Skills Branch Head, Branch Manager, BBL
Key Roles & Responsibilities: To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience. In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products. Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution Required Skills PREFFERED, IMPERIA, BRANCH REALTIONSHIP MANAGER, Select RM, Wealth RM, PRIVELLEGE BANKER, Royal RM, IDFC Wealth Managers, Burgundy RMs, Axis Priority, Indusind Pioneer, pb sales, RO
Affluent RM Required Skills Branch Head, Branch Manager, BBL, Imperia RM, Affluent RM, Wealth RM, Exclusive RM
Job Profile: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate - 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA Required Skills imperia relationship manager, Burdundy RM, Insignia RM, Portfolio Handling, priority relationship manager, city gold rm, wealth relationship manager, Wealth RM
Roles & Responsibilities: Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank’s policy High degree of market awareness and understanding of customer’s needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Required Skills sales officer, casa, current account, saving account
BSM CA Only Required Skills MDRT, BSM CA
Royal Relationship Manager Au small Finance Bank south mumbai Location Required Skills Wealth managment, NTB, Portfolio management services, Wealth Products, MDRT, Contest
Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service Ensures Efficient complaint management within specified TATs Drives high service scores Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Bank’s policies and processes Ensures timely submission of MIS reports Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review Required Skills imperia relationship manager, priority relationship manager, PERSONAL BANKER, Wealth RM, branch manager, branch head
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